Wealthfront Risk Parity Fund Class W (WFRPX)
Fund Info
Jan 22, 2018
$5,000,000
Expense Ratio
WFRPX has an expense ratio of 0.25%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WFRPX
N/A
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^GSPC (Benchmark)
0.51%
5.49%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WFRPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.39% | 0.00% | -0.39% | ||||||||||
| 2024 | -1.25% | 1.14% | 2.38% | -5.01% | 4.18% | 1.13% | 3.20% | 1.95% | 3.35% | -4.91% | 2.34% | -6.37% | 1.38% |
| 2023 | 4.05% | -3.28% | 2.39% | 0.64% | -2.47% | 3.29% | 2.09% | -4.01% | -5.70% | -3.47% | 8.04% | 5.36% | 6.08% |
| 2022 | -6.41% | -3.98% | -2.02% | -5.86% | -0.58% | -4.99% | 4.10% | -3.29% | -7.40% | 1.02% | 5.48% | -1.50% | -23.39% |
| 2021 | -1.40% | -2.63% | 0.73% | 4.23% | 1.58% | 1.75% | 2.49% | 1.40% | -6.08% | 4.02% | -2.36% | 1.06% | 4.39% |
| 2020 | 1.30% | -3.94% | -19.01% | 3.41% | 2.97% | 2.22% | 3.04% | -0.21% | -3.17% | -1.96% | 8.35% | 2.98% | -6.57% |
| 2019 | 7.12% | 0.33% | 5.41% | 0.78% | -1.78% | 6.70% | -0.03% | 4.01% | -0.19% | 2.62% | 0.19% | 1.65% | 29.79% |
| 2018 | -0.70% | -6.04% | 0.75% | -2.60% | 0.44% | -0.87% | 2.32% | -0.32% | -1.08% | -8.31% | 1.79% | -0.50% | -14.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WFRPX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Wealthfront Risk Parity Fund Class W provided a 3.87% dividend yield over the last twelve months, with an annual payout of $0.30 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.40 | $0.39 | $0.10 | $0.00 | $0.03 | $0.17 | $0.11 |
Dividend yield | 3.87% | 5.18% | 4.86% | 1.31% | 0.00% | 0.29% | 1.57% | 1.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Wealthfront Risk Parity Fund Class W. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.08 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.09 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.06 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.03 | $0.17 |
| 2018 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.04 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wealthfront Risk Parity Fund Class W. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wealthfront Risk Parity Fund Class W was 42.76%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.76% | Feb 24, 2020 | 18 | Mar 18, 2020 | — | — | — |
| -17.64% | Jan 30, 2018 | 228 | Dec 24, 2018 | 120 | Jun 18, 2019 | 348 |
| -4.5% | Jul 5, 2019 | 22 | Aug 5, 2019 | 18 | Aug 29, 2019 | 40 |
| -3.04% | Sep 5, 2019 | 7 | Sep 13, 2019 | 28 | Oct 23, 2019 | 35 |
| -2.56% | Jun 21, 2019 | 4 | Jun 26, 2019 | 4 | Jul 2, 2019 | 8 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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